We are live on ! Find out more
SCHE icon

Schwab Emerging Markets Equity ETF

712 hedge funds and large institutions have $6.42B invested in Schwab Emerging Markets Equity ETF in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 287 increasing their positions, 256 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,261% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $71K

85% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 59

39% more funds holding in top 10

Funds holding in top 10: 3143 (+12)

24% more capital invested

Capital invested by funds: $5.2B → $6.42B (+$1.22B)

12% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 256

5% more funds holding

Funds holding: 676712 (+36)

2.06% more ownership

Funds ownership: 68.44%70.5% (+2.1%)

Holders
712
Holders Change
+36
Holders Change %
+5.33%
% of All Funds
11.45%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
0.69%
New
109
Increased
287
Reduced
256
Closed
59
Calls
$1.68M
Puts
$71K
Net Calls
+$1.6M
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
676
Endurance Wealth Management
Rhode Island
$4K +$3.44K +148 New
AC
677
AlphaCore Capital
California
$3.98K
SIS
678
Sound Income Strategies
Florida
$3.43K +$3.38K +145 New
BEI
679
Benjamin Edwards Inc
Missouri
$3K -$46.3K -1,990 -94%
VCM
680
Vigilant Capital Management
Maine
$3K
IWP
681
IAG Wealth Partners
Wisconsin
$2.96K -$47 -2 -2%
DAM
682
Delta Asset Management
Tennessee
$2.63K +$2.58K +111 New
SWA
683
SOA Wealth Advisors
New York
$2.37K
CFGS
684
Concourse Financial Group Securities
Alabama
$2.29K +$2.26K +97 New
SC
685
Schubert & Co
Texas
$2.23K
CWC
686
Carolinas Wealth Consulting
North Carolina
$2.22K +$1K +43 +84%
TCA
687
Trifecta Capital Advisors
Illinois
$2.11K +$2.07K +89 New
CDIA
688
Capital Directions Investment Advisors
Georgia
$2.04K +$2K +86 New
FCAS
689
First Command Advisory Services
Texas
$2K +$7.17K +308 New
CWP
690
Concord Wealth Partners
Virginia
$1.75K +$1.72K +74 New
KM
691
Kalos Management
Georgia
$1.59K +$1.56K +67 New
BA
692
Bellwether Advisors
Nebraska
$1.4K +$47 +2 +4%
KFS
693
Kelly Financial Services
Massachusetts
$1.25K +$23 +1 +2%
LC
694
Lindbrook Capital
California
$1.14K
BLC
695
Brown, Lisle/Cummings
Rhode Island
$1.11K
Bessemer Group
696
Bessemer Group
New Jersey
$1K
TFA
697
Transamerica Financial Advisors
Florida
$1K
AA
698
Addison Advisors
Vermont
$970 +$954 +41 New
FCAG
699
First Capital Advisors Group
New Jersey
$662 +$23 +1 +4%
GEA
700
Glen Eagle Advisors
New Jersey
$560 +$23 +1 +4%

SCHE Hedge Fund Activity: Q4 2022 in Review

712 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q4 2022, worth a combined $6.42B — up 24% from $5.2B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new SCHE positions and 59 closed out — a net gain of 50 holders — while 287 added to existing stakes and 256 trimmed.

The largest buyer was Creative Planning, adding an estimated $41.6M. The largest seller was HighTower Advisors, cutting an estimated $43.9M.

  • 712 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q4 2022, up from 676 in Q3 2022.
  • Funds reported $6.42B of Schwab Emerging Markets Equity ETF stock for Q4 2022, up 24% quarter-over-quarter.
  • 109 funds opened new Schwab Emerging Markets Equity ETF positions in Q4 2022 and 59 closed out, a net change of +50 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q4 2022 was Creative Planning, an estimated $41.6M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q4 2022 was HighTower Advisors, an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2022.